August 25, 2026

Wealth Management

Wealth Management

Decoding Elevance Health Inc (ELV): A Strategic SWOT Insight

Robust Revenue Growth Despite Market Challenges Strategic Acquisitions Bolstering Market Reach Investment in Technology and Services Driving Competitive Advantage Regulatory Pressures and Market Dynamics Pose Ongoing Threats On July 17, 2024, Elevance Health Inc (NYSE:ELV) filed its 10-Q report, revealing a comprehensive overview of its financial performance and strategic positioning. As one of the leading

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Wealth Management

Deutsche Bank looks to Asia-Pacific wealth management business to drive core growth

“There is not one of our Asian markets where I would say that there is no growth. Asia-Pacific will drive a significant part of the growth in Deutsche Bank going forward.” The Frankfurt-headquartered bank generated the largest share of its revenue – 44 per cent – in its home market of Germany last year, according

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Wealth Management

HMRC sticks with Capgemini for tax management platform

Image source: istsock.com/bariz ozer HM Revenue and Customs (HMRC) has retained Capgemini for its role in supporting its Enterprise Tax Management Platform (ETMP) and end of period statements (EOPS). They have agreed on a new five-year contract valued at £402 million up to £574 million. This comes after the company was awarded the original contract

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Wealth Management

Nebraska Court Rules Tax Apportionment Provisions Trump State Law

In Shaddick v. Hessler, 316 Neb. 600 (May 10, 2024), the Nebraska Supreme Court decided that explicit tax apportionment provisions in a decedent’s revocable trust trumped the state law rule that all beneficiaries proportionally share in the inheritance tax burden. Michael Hessler established a revocable trust as part of his initial estate plan. Later, he

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Wealth Management

Natural Bridge Caverns checks in on health of property by counting fish

In the heat of a July afternoon, Brad and his brother Travis Wuest joined aquatic biologist Cody Craig in the shallow waters of the Cibolo Creek. The creek runs through the heart of the Natural Bridge Caverns property, owned by the Wuests. It was a busy day of wading in the water and dragging a

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Wealth Management

AI is taking over personal finance: Does this mean a brighter investment future for us?

Artificial intelligence (AI) is emerging as a transformative force in personal finance, revolutionising how you manage your money, save for the future, and invest intelligently. Take a look on how advanced algorithms powered by AI are enabling unprecedented levels of automation and customisation, making financial management more accessible and efficient than ever before. Mohamed Hashad,

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Wealth Management

Why in-house insurance is becoming a core RIA offering

Independent RIAs, once viewed as outliers where brokerages and private banks held sway, are now power players in wealth management — and their access to smart insurance strategies is only deepening this trend. Along with adherence to the fiduciary standard, access to state-of-the-art technologies and investment offerings, RIAs have doubled down on personal service, adding

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Wealth Management

How Digital Banking is Simplifying Personal Finance for Younger Generations

Digital banking has revolutionised the financial landscape in Australia, particularly for younger generations who value convenience, speed, and personalised service. With the rise of mobile banking apps and innovative fintech solutions, managing personal finances has become more accessible and efficient. This shift is crucial for millennials and Gen Z, who are tech-savvy and face unique

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Wealth Management

Bowel movement frequency is linked to long-term health, study suggests

Everybody poops, but not every day. New research by the Institute for Systems Biology (ISB) suggests bowel movement frequency is linked to long-term health.  An ISB-led research team examined the clinical, lifestyle, and multi-omic data of more than 1,400 healthy adults. How often people poop, they found, can have a large influence on one’s physiology and health.

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Wealth Management

BofA’s Merrill and other wealth units hit AUM record in second quarter

Bank of America’s Merrill and other wealth management units hit a record for assets under management, driven in part by $11 billion in asset inflows in the second quarter. Bank of America reported $4.6 trillion in assets under management for its Merrill, private and consumer investments divisions on Tuesday. That figure, the banking giant said,

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